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Greenwich Wealth Management’s SM Energy SM Stock Holding History

Greenwich Wealth Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,437
Closed -$201K – 319
2026
Q1 		$201K Buy
+6,437
New +$147K 0.01% 287

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Canada Pension Plan Investment Board
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AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Greenwich Wealth Management's SM Position: Q2 2026 in Review

Greenwich Wealth Management sold out of SM Energy (SM) in Q2 2026, closing a stake of 6,437 shares — an estimated $201K sold.

Greenwich Wealth Management first reported a position in SM in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Greenwich Wealth Management reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Greenwich Wealth Management sold 6,437 SM Energy shares in Q2 2026, an estimated $201K.
  • Greenwich Wealth Management first reported a position in SM Energy in Q1 2026 and held it in 1 quarter.
  • Greenwich Wealth Management's SM Energy position peaked at $201K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.